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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,346 | $69,541+231.2% | $59,899+284.6% | $135,380+70.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.31% | 7.95%-13.3pp | 3.46%-8.8pp | 519.81%-525.1pp |
| Employer contribution / active EE | $7,644 | $3,236+136.2% | $2,723+180.7% | $4,779+60.0% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $5,737-100.0% | $3,592-100.0% | $10,828-100.0% |